Woodside Wealth Management LLC Dimensional ETF Tr Transaction History
Woodside Wealth Management LLC
- $108 Billion
- Q1 2025
A detailed history of Woodside Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Woodside Wealth Management LLC holds 25,443 shares of DFAI stock, worth $823,335. This represents 0.74% of its overall portfolio holdings.
Number of Shares
25,443Holding current value
$823,335% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
627Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
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Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
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Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio